Position in SCHW
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$279,485
+$2,714 QoQ
Shares Held
3,029
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,788
of 2,304 holders
Holding Since
Jun 2021
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cypress Capital Group holds $1,474,779 across 3 Capital Markets names. SCHW ranks #3 (19.0% of the industry book) .
All Filings in SCHW
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,485 | 3,029 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $276,771 | 2,945 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $282,445 | 2,827 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $269,989 | 2,828 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $258,026 | 2,828 | Shares | Defined | 2025-07-25 | |
| 2024-09-30 | $222,492 | 3,433 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $247,524 | 3,359 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $242,990 | 3,359 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $280,979 | 4,084 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $233,160 | 4,247 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $231,481 | 4,084 | Shares | Defined | 2023-07-26 | |
| 2022-03-31 | $258,663 | 3,068 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $223,472 | 3,068 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $223,380 | 3,068 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||